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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $36,280 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Other fees; Securities brokerage | $18,983 |
RPW SOLUTIONS LLC3 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,823 | $49,796+42.2% | $136,867-48.3% | $69,255+2.3% |
| Participation rate | 55.4% | 62.1%-6.7pp | 74.5%-19.1pp | 69.0%-13.6pp |
| Annual return | 12.01% | 12.45%-0.4pp | 42.97%-31.0pp | 26.73%-14.7pp |
| Employer contribution / active EE | $1,446 | $2,044-29.3% | $3,547-59.2% | $2,645-45.3% |
| Participant deferral / active EE | $2,037 | $2,062-1.2% | $4,924-58.6% | $2,890-29.5% |
| Admin fee / account holder | $75 | $484-84.6% | $10,340-99.3% | $733-89.8% |